Before You Begin
Before installing the Podium integration, make sure you have:
A Podium account with administrator access. Administrator access is recommended because Podium does not show feedback in its interface if a webhook connection fails.
The Podium location name (or location Uid) you plan to work with, if you intend to scope the integration to a specific location.
The integration connects to Podium using OAuth 2.0. The OAuth client credentials are managed by iPaaS.com, so you authorize your Podium account during setup rather than entering client credentials.
Installation Instructions for Integration Setup
In iPaaS.com, go to Subscriptions and select Search Certified Integration Marketplace.
Locate the Podium integration tile in the marketplace and open it.
On the product details page, select Subscribe.
Give the subscription a clear name using the pattern
[Product Name] - [Environment/Purpose], for example Podium - Production.On the Subscription Settings page, configure the integration settings (see Authentication Configuration and Operational Configuration below), then select Apply.
API endpoint URL:
https://api.podium.comAPI Throttle Limit: Initial setup: 5; Ongoing operations: 500; High volume: 500
API Throttle Seconds: 60 (default)
Concurrent Connections: 2 (default)
Concurrent Batch Executions: 10 (default)
Authentication Configuration
The integration authenticates with Podium using OAuth 2.0.
Enter the API URL setting:
https://api.podium.com.Authorize the connection to your Podium account when prompted. iPaaS.com receives an access token and a refresh token for the authorized account and refreshes the access token automatically for routine operation.
Important Notes:
The OAuth client credentials (client ID and secret) are configured by iPaaS.com and are not entered by the subscriber.
If the connection is later revoked in Podium, reconnect the account from the subscription settings to re-authorize the integration.
Operational Configuration
Configure how the integration works with Podium locations and webhooks:
Location: enter the Podium location name (or location Uid) the integration should work with. Required for invoice operations, which are always scoped to a location.
Webhook Subscription To Organization Or Location: controls where the integration creates the Podium webhook so that contact and invoice events flow into iPaaS.com:
Enter Organization to create the webhook at the organization level.
Enter Location or Locations to create the webhook for all locations.
To scope the webhook to a specific location, leave this setting blank and enter the location name or Uid in the Location setting instead.
The Webhook Subscription To Organization Or Location and Location settings appear on the Subscription Settings page shown earlier in this article.
After configuring these settings, enable the Podium events you want to transfer under the subscription's Inbound Data Flows section (for example, contact and invoice events).
Additional Configuration Options
System To Perform Duplicate Invoice Checking: an optional reference used when checking for duplicate invoices across systems. Leave blank unless advised by iPaaS.com.
Excluded Invoice Characters For Matching: not used by this integration. Leave this field blank.
Post-Installation Verification
Data Sync Test: create or update a contact in Podium and confirm a matching Customer appears in iPaaS.com (with the Podium contact events enabled under Inbound Data Flows).
Functionality Test: from the iPaaS.com Manual Sync page, sync a known Podium contact by its Uid and confirm the Customer is created or updated.
Error Messages
For the error messages you may encounter during synchronization and how to resolve them, see the Podium Error Messages article.
Support and Troubleshooting
Support Portal: https://support.ipaas.com/en/
Contact Information: https://ipaas.com/contact-us/